HNWI Tax Optimization: How We Helped an Entrepreneur Achieve Cross-Border Tax Planning

Case Five 2025年11月20日

User pain points:
An entrepreneur with businesses in both China and the US faced double taxation risks and needed a reasonable tax planning solution.

Solutions:
We analyzed the client’s global asset and income structure, utilizing international tax agreements and various countries’ preferential policies to design an optimization plan.

Results:
Saved the client approximately $2 million in annual tax costs, achieving compliant and efficient asset allocation.